New year, more resolution
Follow the script Last year ended introspectively, with a failed trade in Armour that was both expensive and misguided, but before then I felt I was losing my grip on [...]
Confessing to the original sin
Maybe simple statistics do trump judgement Every time I read a review of ‘Thinking Fast and Slow’ by Daniel Kahnemann, a psychologist who won the Nobel prize for economics, I [...]
The long view of retailing
Are retailers delusional? I picked up a book at a jumble sale last week. It’s quite a novelty reading from paper. I bought “The Art of the Long View”, by [...]
Making better decisions
Words of caution from psychologists, but the wisest of all are from a fellow blogger and value investor… “Even the wisest people won’t make good choices when they’re not rested [...]
A dossier of short-termism
Notes in brief on the human condition that could undermine the economy, or civilisation why not Definitely one for the reading list: Saving Capitalism from Short-Termism by Alfred Rappaport. According [...]
Short break
It’s half-term! I won’t be blogging for the next week or so, but many of my favourite bloggers will be. You can always find them on the blogroll in the [...]
Short break
It’s half-term! I won’t be blogging for the next week or so, but many of my favourite bloggers will be. You can always find them on the blogroll in the [...]
Short break
It’s half-term! I won’t be blogging for the next week or so, but many of my favourite bloggers will be. You can always find them on the blogroll in the [...]
Short break
It’s half-term! I won’t be blogging for the next week or so, but many of my favourite bloggers will be. You can always find them on the blogroll in the [...]
Thomas’ Twelve
I’ve spent two weeks in the company of twelve highly successful investors. The only thing that connects them is they’ve made a lot of money over a long period of [...]
Greenblatt on the small investors’ advantage
From a (recording of a) live chat with Joel Greenblatt. We’ve heard the most important advantage value investors have before, but its worth repeating to stop us trying to play [...]
The Peter Cundill Investment Approach
I’ve chosen the strapline of this book, rather than the title, to headline this review because on its own the title doesn’t mean much. It’s There’s Always Something To Do [...]
